JP Morgan, Dimensional, Franklin Templeton, DWS, Lazard, Morgan Stanley and AEA Investors were the fund sponsors gaining approval for new products in August.
CCR Monthly Approval Report – July 2023
A total of 27 products were added in the month from 10 different asset managers: American Century, Franklin Templeton, Comgest, Columbia Threadneedle, HSBC, Acadian, JPMorgan, Morgan Stanley, Invesco and KKR.
CCR Monthly Approval Report – June 2023
Mutual funds from Goldman, Man, Wellington and Moneda were approved in the month of June 2023.
CCR Monthly Approval Report – May 2023
BlackRock led with four ETFs of its iShares family, while EDM, JPMorgan, Patria and TJC completed the list each with one product approved.
Credicorp enters the pension debate in Peru
The firm proposes the entry of new players and fees based on fund performance.
Government proposal may increase taxation of cross-border investments
Even a checking account may be taxed. The measure still needs to be approved by Congress and may undergo changes.
Bolivia dissolves its USD 2.4 billion private pension system
Transfer of assets to a state-run agency means private managers owned by Zurich and BBVA have closed shop.
Election of constitutional delegates in Chile seems to secure current AFP pension model
The strong presence of right-wing and center-right forces looks set to wreck the left-wing initiatives for a drastic overhaul of the individually funded system.